PGIM Global Wealth - Internal Wholesaler
About the role
The Internal Wholesaler drives sales and builds relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The role requires an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry.
Responsibilities
- Developing relationships with Financial Professionals through outbound calls
- Communicating with Financial Professionals through letters and email
- Handling special projects as assigned within Desk
- Attending various sales meetings and training sessions
- Maintenance of PC based contact management system
- Responding to inbound Product and Sales calls
Requirements
- FINRA series 7 license required
- FINRA series 63 or 66 required and must be obtained within 30 days of hire
- A valid resident state insurance license required and must be obtained within 60 days of hire
- Minimum of 1-2 years of Financial Industry experience in a sales capacity with Mutual Funds and/or Managed Accounts
- Ability to work well independently and within a team
- Bachelor’s Degree required with major in finance or related field preferred
Qualifications
Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire.
Skills
Must have a FINRA series 7 license and a valid resident state insurance license.
Benefits
Market competitive base salaries, medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
Pay
$70,000
Schedule
Not specified